Back to the article
Video guide
How Do I Fix a Joint Account Deposit Made to an Estate? | NC
About this video
Q: How do I handle joint bank account money that was deposited into an estate account by mistake? A: First, do not spend or distribute the money. Obtain the account agreement, signature card, survivorship election, and date-of-death statement from the bank. A joint account does not necessarily pass to the survivor just because two names appear on it. If the documents establish a valid right of…